Project Details View

The details view of a project allows a technician to perform the following things:

  • Manage project details.
  • Add a project owner and members.
  • Start and stop the project.
  • View audit trail of the project.
  • Archive the project.
  • Create milestones.
  • Create and assign tasks.
  • Manage project’s time-sheet.
  • Create and manage project’s relations.
  • Manage attachments.

Open Project Details View

  • Go to Project Management List View .

  • Click on a project (name). The details view opens with the following options and fields.

    figure 12
    1. Section A allows a technician to edit the name and description of the project.
    2. Section B is where a technician edits the details of the project. Learn how to edit the details of the project.
    3. Section C houses six functions that helps a technician/project owner to manage the entire project.
      1. Managing Milestones.
      2. Managing Tasks
      3. Viewing Timesheet
      4. Managing Relations
      5. View and Edit Custom Fields
      6. Manage Attachments
    4. Section C allows a technician to perform the following actions:
      1. Start, complete, and restart the project.
      2. Assign project to a technician.
      3. Add members to the project.
      4. Cancel and delete the project.
      5. View audit trail of the project.